Quote message

This message is available for formal trial for at least six months from the date of approval by UN/ECE/TRADE/WP.4.

Organisations are invited to trial this message. Comments on the results from the trial should be forwarded to their Rapporteur's Team Secretariat as soon as they are available. Based on the results of the trials, a UNSM may be issued.

The segments, composite data elements, data elements and codes for use in the trial of this message are contained in the Draft directory. However, this information may differ from that in the Standard directory (UNTDID), even for material having the same identifying tags.

This section should be read in conjunction with the Branching Diagram and the Segment Table which indicate mandatory, conditional and repeating requirements.

The following guidelines and principles apply to the whole message and are intended to facilitate the understanding and implementation of the message:

All specified dates/times should be in the format 'yymmdd'/'hhmm' unless all parties involved in the transaction agree that there is a functional requirement for an alternative format. Periods should be specified as whole numbers representing the required period as indicated in the format qualifier (weeks, months, etc.)

Where a choice of code or text is given only the code element should be used wherever possible.

Data that is not necessary to meet the functional requirements of the message should not be included.

Care must be taken that the segment qualifier in dependent segments do not conflict with the segment qualifier of the trigger segment.

Free text information within the message should be avoided as this inhibits automatic processing.

A segment specifying general dates and, when relevant, times related to the whole message. The segment must be specified at least once to identify the request date.

Examples of the use of this DTM segment are: Date the quotation was made, and the last date the quotation will be valid.

The Date/Time/Period segment within other Segment group should be used whenever the date/time/period requires to be logically related to another specified data item e.g. Payment due date is specified within the PAT Segment group.

A segment requesting or confirming conditions of payment, guarantee and method of payment for the whole quotation, if accepted. An example of the use of this segment is to specify that a documentary credit will be used.

A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the received to process this segment manually.

A group of segments specifying the currencies and related dates/time/period valid for the whole quotation. Currency data may be omitted in national applications, but will be required for international transactions.

A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A segment identifying names and addresses of the parties, in coded or clear form, and their functions relevant to the proposed quotation.

Identification of the seller and buyer parties is mandatory for a quotation. It is recommended that where possible only the coded form of the party ID should be specified, e.g. The Buyer and Seller are known to each other, thus only the coded ID is required, but the Consignee or Delivery address may vary and would have to be clearly specified, preferably in structured format.

A segment identifying the financial institution (e.g. bank) and relevant account numbers for the seller, buyer and where necessary other parties. e.g. the buyer may provide a choice of financial institutions for direct debit purposes.

A segment with free text information, in coded or clear form, to give further clarification to scheduling instructions. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A group of segments specifying allowances and charges in the quotation. The allowance or charge specified within this Segment group may either relate to the total quotation in which case it cannot be overridden at detail level, or it can relate to the line items as a default allowance/charge and can be overridden by the ALC Segment group within the detail section. Where relevant, additional information, tax and alternate currency details are to be indicated in the TAX and MOA segments. The basis for the calculation of the allowance/charge may be a quantity, a percentage, an amount or a rate to be specified in one of the dependent Segment groups.

A group of segments specifying the quantity of the allowance or charge with its measure unit specifier. A range to which the allowance or charge applies may be specified e.g. An allowance of a free quantity of 20 pieces may be specified if the goods quantity is greater than 1000 pieces.

A group of segments specifying the percentage for the allowance or charge, e.g. The allowance/charge amount is calculated as 5% of the goods value or a price reduction of 5% may be specified if the goods quantity is within the range 5 tons to 10 tons.

A group of segments specifying a monetary amount for an allowance or charge. A range to which the allowance or charge applies can be specified, e.g. an allowance of BEF 5000 may be specified if goods value is greater than BEF 100000.

A segment identifying the line item by the line number and configuration level, and additionally, identifying the product or service quoted. Other product identification numbers, e.g. Buyer product number, etc. can be specified within the following PIA segment.

A segment for describing the product or service being quoted as well as product characteristic. This segment should be used for products or services that cannot be fully identified by a product code or article number.

A segment enabling the physical measurements of the quoted item to be specified where this is required for full identification of the product. Any measurements must refer to the product in its unpacked form. e.g. thickness of plastic film, length, weight, etc.

A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A group of segments providing information relating to equipment identification and ownership, handling and notification of hazardous materials, relating to the line item where this is different to or not specified within the heading section.

A segment to define fixed information regarding equipment to be used in conjunction with the ordered item, and if required, to indicate responsibility for supply of the equipment, e.g. a container identification.

A segment with free text information, in coded or clear form, to give further clarification, when required, to the equipment and handling details. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A segment identifying names and addresses of the parties, in coded or clear form, and their functions relevant to the line item. It is recommended that where possible only the coded form of the party ID should be specified, e.g. the buyer and seller are known to each other, thus only the coded ID is required, but the consignee or delivery address may vary and would have to be clearly specified, preferably in structured format.

A group of segments specifying the quantity of the allowance or charge with its measure unit specifier. A range to which the allowance or charge applies may be specified e.g. An allowance of a free quantity of 20 pieces may be specified if the goods quantity is greater than 1000 pieces.

A group of segments specifying the percentage for the allowance or charge, e.g. The allowance/charge amount is calculated as 5% of the goods value or a price reduction of 5% may be specified if the goods quantity is within the range 5 tons to 10 tons.

A group of segments specifying a monetary amount for an allowance or charge. A range to which the allowance or charge applies can be specified, e.g. an allowance of BEF 5000 may be specified if goods value is greater than BEF 100000.

A group of segments identifying the mode and means of transport, location and relevant dates and times for transportation, relating to the line item, where this is different to or not specified within the heading section.

A group of segments specifying requested delivery schedules relating to quantities, frequencies, and dates, required for the line item, where this is different to or not specified within the heading section.

A segment with free text information, in coded or clear form, used when additional information is needed but cannot be accommodated within other segments. In computer to computer exchanges such text will normally require the receiver to process this segment manually.

A segment indicating the date/time details relating to the quantity and schedule details in the SCC/QTY segments. This segment may be repeated to indicate date/time ranges, e.g. start and end dates for a delivery pattern, or delivery window.